New York City Metropolitan Area
Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you’re family, we go above and beyond for you, driven by a collective passion to help you make decisions that foster financial freedom. Backed by a team of specialists, I focus on servicing Wall Street executives, hedge fund managers, professional athletes, physicians, attorneys, tech executives, business owners, and corporate clients, etc.. With my individual clients, I specialize in comprehensive life insurance solutions, estate planning, disability income & long-term care insurance, tax planning, cash flow & retirement planning, education funding, succession planning, investments, asset allocation and wealth management strategies. With corporate clients, I help attract, reward, and retain key employees through structuring in-depth employee benefits strategies and executive carve-out programs. For complete licensing and disclosure information visit: https://lenoxadvisors.com/About/Licensing